Anic Equity¶
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Total return since start: 0.55 %¶
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Equity now: -----------------------------> 47333.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45938.17 Kr¶
PnL: ---------------------------------------> -950.4 Kr¶
DD now: ---------------------------------> -2.667 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 13:34:09.646011'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -2.900000 | 3010.000000 | 83.000000 | 2.840000 | 2927.000000 |
| Corem Property Group B | 59 | -1.900000 | 610.650000 | 33.650000 | 5.830000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.740000 | 388.000000 | 33.000000 | 9.300000 | 355.000000 |
| AcadeMedia | 12 | -3.000000 | 588.960000 | 31.960000 | 5.740000 | 557.000004 |
| MedCap | 2 | -1.320000 | 450.000000 | 29.000000 | 6.890000 | 421.000000 |
| SAAB B | 8 | -0.120000 | 3403.200000 | 26.200000 | 0.780000 | 3377.000000 |
| Resurs Holding | 22 | -1.590000 | 599.720000 | 25.720000 | 4.480000 | 573.999998 |
| Beijer Electronics Group | 26 | -3.360000 | 2990.000000 | 19.000000 | 0.640000 | 2971.000006 |
| Boozt | 12 | -1.490000 | 1671.600000 | 17.600000 | 1.060000 | 1653.999996 |
| HMS Networks | 2 | -3.210000 | 688.000000 | 15.000000 | 2.230000 | 673.000000 |
| Securitas B | 6 | -0.670000 | 584.640000 | 14.640000 | 2.570000 | 570.000000 |
| Eastnine | 4 | -0.160000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Swedbank A | 3 | -0.590000 | 577.650000 | 13.650000 | 2.420000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Coor Service Management Hold. | 8 | -0.890000 | 537.200000 | 5.200000 | 0.980000 | 532.000000 |
| OEM International B | 7 | -1.300000 | 532.000000 | 4.000000 | 0.760000 | 527.999997 |
| Karnov Group | 9 | -0.660000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Norva24 Group | 16 | -3.620000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.770000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Intrum | 4 | -3.670000 | 525.400000 | -1.600000 | -0.300000 | 527.000000 |
| Creaspac SPAC | 6 | -0.210000 | 574.200000 | -2.800000 | -0.490000 | 577.000002 |
| Handelsbanken A | 5 | -1.320000 | 540.500000 | -5.500000 | -1.010000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.180000 | 3448.100000 | -5.900000 | -0.170000 | 3453.999992 |
| Essity B | 2 | -1.120000 | 554.300000 | -19.700000 | -3.430000 | 574.000000 |
| Midsona B | 63 | -2.310000 | 560.700000 | -22.300000 | -3.830000 | 582.999984 |
| CTEK | 13 | -2.260000 | 505.700000 | -28.300000 | -5.300000 | 533.999999 |
| Essity A | 4 | -1.950000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.610000 | 549.000000 | -45.570000 | -7.660000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.380000 | 3755.500000 | -94.500000 | -2.450000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.150000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| Axfood | 13 | 0.220000 | 3590.600000 | -165.400000 | -4.400000 | 3756.000001 |
| OX2 | 18 | -2.550000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 45938.170000 | -950.400000 | -2.66657% | 46888.564618 |
Updated:¶
'2023-01-25 13:34:22.538327'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
